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Houlihan Lokey

544 hedge funds and large institutions have $7.72B invested in Houlihan Lokey in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 213 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

17% less capital invested

Capital invested by funds: $9.29B → $7.72B (-$1.57B)

24% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 96

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
544
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.63M
Puts
$934K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Horizon Investments
North Carolina
$190K
IA
402
IFP Advisors
Florida
$185K
SCM
403
Sterling Capital Management
North Carolina
$182K
HNB
404
Huntington National Bank
Ohio
$178K
Los Angeles Capital Management
405
Los Angeles Capital Management
California
$172K
MCM
406
MAI Capital Management
Ohio
$159K
SAM
407
Smartleaf Asset Management
Massachusetts
$154K
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$149K
SC
409
Steph & Co
Wisconsin
$140K
SG
410
Sankala Group
Colorado
$140K
AF
411
Allworth Financial
California
$130K
BBHC
412
Brown Brothers Harriman & Co
New York
$127K
PA
413
Parallel Advisors
California
$126K
AF
414
Advisornet Financial
Minnesota
$122K
S
415
SignatureFD
Georgia
$107K
C
416
Covestor
United Kingdom
$103K
MG
417
Mather Group
Illinois
$83.9K
PPC
418
Park Place Capital
Alabama
$79.4K
AA
419
AlphaCentric Advisors
Puerto Rico
$71.7K
QL
420
Quarry LP
New York
$71.7K
AIM
421
Anchor Investment Management
South Carolina
$64.6K
MCA
422
McGuire Capital Advisors
Oklahoma
$64.1K
TFA
423
Transamerica Financial Advisors
Florida
$62.2K
WG
424
Wellington Group
Indiana
$56.6K
ECSS
425
Eurizon Capital SGR SpA
$56.4K